Hi,
Has anyone part of the community done any sort of integration between Smartsheet and the online accounting software - Xero? I have come across websites like Zapier that can do the job for me but they require some sort of manual intervention in between. I am looking for an automatic synchronisation of our finance data from Xero straight into Smartsheet. Please share your experiences!
Yes, we have a consultant at Smarter Business Processes that has successfully completed Xero to Smartsheet integrations for multiple clients. See here for some more information... https://www.smarterbusinessprocesses.com/smartercontrols4smartsheet-accounts/
Hi @sahilhq ,
We've built out integration between Xero and Smartsheet for a range of different use cases. Creating quotes and invoices in Xero is a popular one but also making the Invoice line and/or GL data available in Smartsheet tends to get built a lot. We have even synced the P&L and Balance Sheet reports straight into Smartsheet. We have a fully automated sync available for all of those use cases.
We have a range of different integration modules available so that we can quickly deploy whatever Xero data sync you need.
More information is available in the Smartsheet marketplace, here:
Cheers,
Lindsay
Smartsheet Lead @ InfoSpark
Asia Pacific Smartsheet Partner of the Year (2023)
Platinum Smartsheet Partner | www.infospark.com.au
Hi @sahilhq
Following a recent enhancement, our Smarter Accounts solution now offers two way integration between Smartsheet and Xero - see more https://smarterbusinessprocesses.com/even-smarter-accounting-two-way-integration-between-smartsheet-and-xero/
Smartsheet Xero Integration Overview Video
Please reach out if you would like to know more
